Exencial Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $305K | Buy |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $295K | Buy |
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